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Junior Trust Administrator

Purpose of the role:

The purpose of this role is the provision of an efficient, professional administrative support service to the Relationship Management Directors Trustees and/Senior Associates across the Relationship Management team.

Responsibilities:

  • Communication with third party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents such communication to be signed off by management
  • Client take on and entity formation/termination
  • Assist with KYC/CDD information collation and system input for client take on
  • Formation of trusts, companies and foundations in any jurisdiction
  • Termination of trusts, companies and foundations in any jurisdiction
  • Assist with transfers in/out of entities from/to other fiduciary providers
  • Assisting in client meeting preparations and efficient follow up of general matters arising
  • Handling documentation and resolutions with regard to transactions and restructures

Skills required:

  • Educated to undergraduate qualified level
  • Some experience in the offshore and/or onshore financial services industry desirable
  • Advanced Microsoft Excel and Word plus basic PowerPoint skills
  • Good numeracy skills and a good commercial awareness
  • Solid administration experience
 

Trust & Company Administration

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